Dynamic Licensed Insurance Producer with proven expertise in client guidance and sales achievement. Adept at enhancing customer satisfaction through effective communication and problem-solving.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Producer
Jeremy Burge Allstate
Many
06.2025 - Current
Guided clients in selecting tailored insurance coverage options to meet their specific needs.
Informed customers about policy details and benefits, enhancing their understanding and satisfaction.
Conducted policy reviews to ensure adequate coverage for clients' needs.
Streamlined processing of new insurance applications and renewals, ensuring timely service delivery.
Managed customer inquiries and resolved issues promptly and professionally.
Collaborated with team members to enhance customer service strategies.
Exceeded company sales goals for new policies.
Upsold products to policyholders and potential new clients.
Researched underwriting guidelines to determine eligibility for specific products or services.
Licensed Insurance Producer
Landey Adams State Farm
Leesville
03.2022 - 06.2025
Assisted clients in selecting appropriate insurance coverage options.
Educated customers on various insurance policies and their benefits, enhancing informed decision-making.
Conducted periodic reviews of existing policies to ensure compliance with state regulations.
Analyzed customer needs and recommended suitable insurance policies for them.
Prepared and delivered tailored policy proposals and quotes, facilitating informed client choices.
Developed and executed sales strategies, achieving monthly sales targets and contributing to overall business growth.
Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
Licensed Insurance Producer
Jenifer Stevens Geico
Leesville
02.2017 - 02.2022
Assisted clients in selecting appropriate insurance coverage options.
Analyzed clients' existing insurance policies and recommended adjustments or additional coverage.
Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
Leveraged industry trends to shape solutions and approaches.
Educated customers about policy details and benefits of coverage.
Conducted policy reviews to ensure adequate coverage for clients' needs.
Processed new insurance applications and renewals efficiently.
Exceeded company sales goals for new policies.
Offered policy guidance and management to promote asset protection.
Provided leadership and training for new agents regarding industry best practices and company policies.
Licensed Insurance Producer
David Haymon State Farm
Leesville
01.2015 - 02.2017
Guided clients in selecting tailored insurance coverage options to meet specific needs.
Reviewed policies to confirm adequate coverage aligned with clients' evolving requirements.
Educated customers about policy details and benefits of coverage.
Upsold products to policyholders and potential new clients.
Offered policy guidance and management to promote asset protection.
Conducted periodic reviews of existing policies to ensure compliance with state regulations.
Ensured accuracy of all paperwork related to the sale of insurance policies.
Participated in industry conferences and seminars to stay updated with latest trends in the market.
Analyzed customer needs and recommended suitable insurance policies for them.
Engaged regularly with clients to assess existing policies and recommend suitable new coverage options.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.